Purchases and Sales Made in Q1 2024 in Spdr Ser Tr Spdr Portfolio Tip (SPIP)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr Portfolio Tip (SPIP) during Q1 2024. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR PORTFOLIO TIP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
438KNew |
$11.1M - $11.3M
|
438K
$11.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
336K+ 788.5% |
$8.5M - $8.7M
|
379K
$9.59M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
271K+ 29.46% |
$6.85M - $7.01M
|
1.19M
$30.2M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
259K+ 3.2% |
$6.54M - $6.7M
|
8.35M
$212M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
230K+ 62.23% |
$5.82M - $5.96M
|
600K
$15.2M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
132K+ 476.69% |
$3.34M - $3.42M
|
160K
$4.05M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
70.2K+ 684.84% |
$1.78M - $1.82M
|
80.5K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
61K+ 23.2% |
$1.54M - $1.58M
|
324K
$8.2M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
57K+ 2.95% |
$1.44M - $1.47M
|
1.99M
$50.4M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
44.5KNew |
$1.13M - $1.15M
|
44.5K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43.9K+ 86.6% |
$1.11M - $1.14M
|
94.7K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
41.5KNew |
$1.05M - $1.07M
|
41.5K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.5K+ 35.11% |
$1.05M - $1.07M
|
160K
$4.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
39.2KNew |
$993K - $1.02M
|
39.2K
$994K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.5K+ 18.05% |
$974K - $997K
|
252K
$6.38M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.3KNew |
$792K - $810K
|
31.3K
$793K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
28.2K+ 755.45% |
$713K - $729K
|
31.9K
$808K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26.9KNew |
$682K - $698K
|
26.9K
$682K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.2KNew |
$587K - $600K
|
23.2K
$587K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21.8K+ 496.76% |
$551K - $564K
|
26.2K
$663K
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
21.1KNew |
$534K - $546K
|
21.1K
$535K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
18.1K+ 71.34% |
$459K - $469K
|
43.5K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7K+ 6.14% |
$396K - $405K
|
271K
$6.86M
|
|
|
Aug 14, 2024
Q1 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.7KNew |
$346K - $354K
|
13.7K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
12.5K+ 1.43% |
$316K - $323K
|
886K
$22.4M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
11.5K+ 29.68% |
$292K - $299K
|
50.4K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
11.4K+ 4.3% |
$288K - $295K
|
276K
$6.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
10.5K+ 3.93% |
$265K - $272K
|
277K
$7.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10KNew |
$254K - $260K
|
10K
$254K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.43K+ 35.8% |
$239K - $244K
|
35.8K
$907K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.64K+ 45.55% |
$219K - $224K
|
27.6K
$699K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
8.46K+ 13.31% |
$214K - $219K
|
72K
$1.82M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.25KNew |
$209K - $214K
|
8.25K
$209K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.14KNew |
$206K - $211K
|
8.14K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.35K+ 19.36% |
$186K - $190K
|
45.3K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.21K+ 2.85% |
$157K - $161K
|
224K
$5.68M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
5.88K+ 6.79% |
$149K - $152K
|
92.6K
$2.34M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
5.62K+ 5.07% |
$142K - $145K
|
116K
$2.95M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.2K+ 9.58% |
$131K - $135K
|
59.4K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.02K+ 4.47% |
$127K - $130K
|
117K
$2.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.42K+ 11.11% |
$112K - $114K
|
44.2K
$1.12M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4.37K+ 12.51% |
$111K - $113K
|
39.3K
$996K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
4.2K+ 4.73% |
$106K - $109K
|
93.1K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Verde Capital Management
|
BUY
|
- |
4.13K+ 4.99% |
$104K - $107K
|
86.7K
$2.2M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.07K+ 8.17% |
$103K - $105K
|
53.9K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3.77K+ 2.05% |
$95.3K - $97.6K
|
188K
$4.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.4K+ 3.26% |
$86K - $88.1K
|
108K
$2.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.73KNew |
$69K - $70.6K
|
2.73K
$69.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.39KNew |
$60.4K - $61.8K
|
2.39K
$60.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
2.18K+ 9.1% |
$55.1K - $56.4K
|
26.1K
$662K
|